MWM
Maripau Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
15,790
-1,933
| -11% | -$213K | 0.87% | 29 |
|
|
2025
Q1 | $1.65M | Sell |
17,723
-2,308
| -12% | -$214K | 0.94% | 28 |
|
|
2024
Q4 | $2.03M | Sell |
20,031
-15,951
| -44% | -$1.62M | 1.21% | 20 |
|
|
2024
Q3 | $3.45M | Sell |
35,982
-3,691
| -9% | -$353K | 2.98% | 7 |
|
|
2024
Q2 | $3.67M | Buy |
39,673
+17,544
| +79% | +$1.62M | 2.51% | 7 |
|
|
2024
Q1 | $1.87M | Buy |
22,129
+11,403
| +106% | +$963K | 1.4% | 15 |
|
|
2023
Q4 | $806K | Buy |
10,726
+223
| +2% | +$16.7K | 0.7% | 33 |
|
|
2023
Q3 | $719K | Buy |
+10,503
| New | +$719K | 0.66% | 35 |
|